Loan Processor Customer Service

Phone:413-***-****

Email:*********@*****.***

Tonya Tavernier

: Valuable knowledge and experience that will help to excel my passion in developing and growing a company. Keen knowledge of excel, front and back office logistics including: records management, bookkeeping, customer service, mortgage, loan officer work, real estate housing, compliance, sales and marketing, Life and Health sales, manpower, project management, cost control, administrative processes, efficiency improvements, and executive officer support.

EXPERIENCE:

Remote, 8/2018-Present Senior Benefits Counselor/ Auto/Home Counselor

Answer payroll deduction questions for carriers such as Safeco and Liberty Mutual, Includes but is not limited to making changes, answering billing questions, sending ID cards.

As a Senior Benefits Counselor, my job duties include administering the program to ensure employee and company needs are met as well as educating and assisting employees in health benefits enrollment activities.

Enrolling employees or team members into benefits during open enrollment season.

Assist/coach other less experienced benefit counselor when needed. Remote 4/2019-Present-Owner Operator

Call brokers to secure load from load board for contract driver.

Review load board for available loads

Reach out to new or available drivers for availability and lane request. Bloomfield, CT 12/2016-4/30/2018 Present Return to Work Consultant, STD Case Manager (temp)

Provide education, collaboration, and coordination between policyholders, medical providers, and claims adjusters in their efforts to return injured workers to suitable work at the earliest possible time in their recovery. Develop job descriptions for medical review.

Work with and train policyholders in developing, and implementing RTW programs, policies, and procedures, with the goal that they will establish fully functional, self-sufficient RTW programs for their workplace. Present the benefits of establishing RTW programs to policyholders and educate them in workers’ compensation rules and regulations.

Act as a liaison with the medical community and other outside professionals to increase their understanding of RTW philosophies and program formats.

Hartford, CT 6/2014-6/2015-Program & Marketing Project Coordinator

Accomplishes work requirements by orienting, training, assigning, scheduling, and coaching employees.

Meets work standards by following production, productivity, quality, and customer-service standards; resolving operational problems; identifying work process improvements.

Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Create client relationships by suggesting superior management and wealth creation strategies and understanding client’s budgets.

Responsible for asset management and financial planning of business or company. Phone:413-***-****

Email:*********@*****.***

Tonya Tavernier

Hartford, CT 6/2014-12/2015 Financial Advisor in Training Independent Contract Worker

Responsible for assessing market conditions, compiling and analyzing socioeconomic data and advising clients on the best investment opportunity.

Comfortable with tax laws and insurance.

Create client relationships by suggesting superior management and wealth creation strategies. Farmington, CT 12/2010-6/2014 Mortgage Home Loan Processor/Assistance Team Lead/Junior Underwriter

Processes residential loans in a timely and orderly manner, in conformance with established bank policies and procedures.

Works closely with his team members to resolve customer problems and reports as required on performance, issues and resolutions.

Processing loans which will conform to the secondary market guidelines Responsible for but not limited to verifying conditions of approval which may include customer income/assets documentation. In addition, resolve routine title issues including, but not limited to the following: vesting issues, child support liens and judgment liens.

Experience driving accountability of team actions.

Demonstrated experience coaching and developing a team in account management. Hartford, CT 3/2004-12/2010 Marketing Director

Overseeing marketing department.

Evaluating and developing marketing strategy and marketing plan.

Planning, directing, and coordinating marketing efforts.

Communicating the marketing plan.

Researching demand for our products and services.

Competitor research.

Working with Loan Officers to develop pricing strategies to maximize profits and market share while balancing customer satisfaction and needs of new clients.

Identifying potential customers.

Developing promotions with advertising managers.

Understanding and developing budgets and finance, including expenditures, research and development appropriations, return-on-investment and profit-loss projections.

Compiling lists describing our offerings.

Building brand awareness and positioning.

Supporting sales and lead generation efforts.

Coordinating marketing projects from start to finish.

Organizing company conferences, trade shows, and major events.

Overseeing all marketing strategy and content marketing. ADDITIONAL Real Estate License NY (2007) Bank of America, Associate Engagement Team (Volunteer) Toastmasters International/Grow Hartford Teen’s (Volunteer) PMP Certification, SNEC PMI’s –Volunteer, Health & Life, CT –License, Medicare AHIP 2021

EDUCATION: American InterContinental University -Schaumburg, IL Associates in Medical Assistance-1994

Master of Business Administration—International Business, April 2013 Bachelor of Business Administration— Marketing, June 2005

Phone:413-***-****

Email:*********@*****.***

Tonya Tavernier

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